FINANCIAL BOSS

Overview

Financial Boss operates as a single-owner limited liability company that provides planning and portfolio services for individuals and small businesses. The firm positions itself as a capital allocator and as a manager-of-managers: in addition to direct portfolio management it offers selection of other advisers and educational seminars. Its advisory model combines fee arrangements based on a percentage of assets under management with fixed-fee engagements, and the firm reports being an active ESG investor, which suggests ESG considerations are part of manager selection and portfolio construction. Service lines emphasize comprehensive financial planning, ongoing portfolio oversight for smaller client relationships, and outsourced-manager selection rather than running a large, internally staffed investment platform. The firm’s classification is unclassified and it lists an accountant among its industry affiliations, consistent with a boutique adviser that integrates tax and accounting perspectives into client planning.

Assets & Accounts

Investments & Alternatives

Location & Offices